Question 1

How many shares of LPLA does WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC own?

Accepted Answer

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC previously held 0 shares of LPLA (LPL FINANCIAL HOLDINGS INC) before exiting the position in 2023-Q1.

Question 2

What is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC's LPLA position worth?

Accepted Answer

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC's LPLA position was last reported at $0 in 2023-Q1 before the exit.

Question 3

Is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC buying or selling LPLA?

Accepted Answer

In 2023-Q1, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC exited their LPLA position entirely (-100.0% change in shares).

Question 4

When did WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC first buy LPLA?

Accepted Answer

Based on available 13F filings, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC first reported a position in LPLA in 2020-Q2. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$199.35	0
2022-Q4	Decreased	108,703	-6.3%	$23.5M	0.1%	$212.63	0
2022-Q3	Increased	115,949	+5.9%	$25.3M	0.1%	$214.71	36
2022-Q2	Decreased	109,515	-36.6%	$20.2M	0.1%	$181.09	0
2022-Q1	Increased	172,828	+38.3%	$31.6M	0.1%	$179.11	38
2021-Q4	Increased	125,004	+1.9%	$20M	0.1%	$156.71	29
2021-Q3	Decreased	122,700	-12.3%	$19.2M	0.1%	$153.22	0
2021-Q2	Decreased	139,870	-59.5%	$18.9M	0.1%	$131.71	0
2021-Q1	Increased	345,072	+8.7%	$49.1M	0.2%	$138.48	38
2020-Q4	Increased	317,393	+8.0%	$33.1M	0.1%	$101.34	37
2020-Q3	Decreased	293,821	-13.1%	$22.5M	0.1%	$74.34	0
2020-Q2	New	337,955	-	$26.5M	0.1%	$75.79	47

LPLA12 quarters

LPLA
12 quarters